You might not be ready to retire or start slowing down today, but understanding the succession planning options you have, the pros and cons of each, what works and what doesn't, is critical to ensuring your clients have a smooth transition and you receive a fair value. This 30 minute video will cover the 3 most common succession alternatives for advisors (some simple, some more complex), 5 strategies and 2 tips for a succession sale of your business, and you'll hear from one of your local peers about their experiences with succession planning.
If you are considering selling or merging your business in the next five years, this video will provide important information you won't want to miss.
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